See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,681 | $86,929+117.1% | $102,423+84.2% | $80,856+133.4% |
| Participation rate | 95.3% | 72.4%+22.9pp | 76.5%+18.8pp | 67.6%+27.7pp |
| Annual return | 14.31% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,373 | $2,369+295.6% | $3,023+210.0% | $2,755+240.2% |
| Participant deferral / active EE | $7,437 | $4,118+80.6% | $5,053+47.2% | $4,296+73.1% |
| Admin fee / account holder | $14,051 | $8,049+74.6% | $9,451+48.7% | $6,918+103.1% |